What On Earth is a ServOps Platform?

15-Dec 2017

The simple answer? A fully integrated, powerful platform that runs your entire business in the cloud.

Still want more? The best ServOps platform will unite all the moving parts of your business to drive it forward with ease. By combining sales, project management, service tracking, retainer management, time sheets, collaboration, and billing into one integrated system, you’ll never have to work out of several disparate tools ever again. That way, you’ll have more time to spend with your team and clients who bring in revenue and generate growth.


So without any further ado, here’s how a truly cloud-based ServOps platform will simplify your workflows and get you back to the work you love:

1. Company-Wide Transparency:

The best software solutions will give managers the real-time insights they need to see who on their team is working hard, and who is being underutilized. That way, they can assign or reassign tasks to prevent burnout.

With the addition of an automatic time tracking feature, you and your team will be able to log billable hours with ease, instantly that convert into revenue, and get paid within minutes.

2. Project Management:

Seamlessly manage your projects from prospect to close with a ServOps platform that offers retainer management, sales, and Gantt charts.

This will let you easily renew client contracts, communicate with them from a shared inbox or stream, and show them a project's progression in real-time. Not only will this simplify your workflows, but it will help you retain their valuable business that boosts your bottom line.

3. Increased Efficiency:

Never miss a project's deadline with a system that notifies you when an important date is approaching. What’s even better than that? Your ServOps platform can predict when (and if) a project is about to go off-track based on the amount of work being logged - so that you can adjust your workflows accordingly and avoid scope creep.

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4. Greater Profits:

If your data is spread out between different tools, it’s really hard to get a clear overview of what’s actually happening inside your business. But what if you had a ServOps platform that could show you just how profitable you are, in real-time?

With the likes of a Utilization Dashboard, you’ll be able to see exactly how much time your colleagues spend doing client work. Then by comparing revenue from the billable time being logged to the cost of the person logging the work, you’ll be able to get a real-time handle on the profitability of the world's most perishable inventory: time.

5. More Clients:

Having one system that connects your marketing team and data with your business operations is the most efficient way to capture leads and convert them into clients. A ServOps platform that offers inbuilt Retainers and Contracts lets you easily retain existing clients without all the repetitive admin work. How? Because you can set up recurring contracts/templates for clients you work for on a regular basis.

6. Simplified Workflow:

And last but not least, truly cloud-based software has the ability to integrate with your favorite business tools. For example, you’ll be able to streamline your communications by integrating with the likes of Gmail, Office 365 or Outlook, so that all of your client emails and calendar invites from various accounts are synced and visible in one automated place.

You can also connect your ServOps platform to your primary accounting software (like Xero or Quickbooks) for effortless invoicing - it's never been so easy!

To start experiencing the benefits for yourself, just click here to start your free trial of fully integrated, automated and cloud-based ServOps platform today!


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